Sample Bequest Language
A gift to in your will or revocable trust proclaims your confidence that we will continue to serve our mission and make a difference in the lives of future generations.
Residual Bequest Language
A residual bequest comes to us after your estate expenses and specific bequests are paid:
I give, devise, and bequeath to the , located in , , all (or state a percentage) of the rest, residue and remainder of my estate, both real and personal, to be used in support of its general charitable purposes (or for the support of a specific Regional Office, fund or program).
Specific Bequest Language
Naming as a beneficiary of a specific amount from your estate is easy:
I give, devise and bequeath the sum of $___________ to the , located in , , to be used in support of its general charitable purposes (or for the support of a specific Regional Office, fund or program).
Contingent Bequest Language
can be named as a contingent beneficiary in your will or personal trust if one or more of your specific bequests cannot be fulfilled:
If (insert name) is not living at the time of my demise, I give, devise and bequeath the sum of $ _______(or all of a percentage of the residue of my estate) to the , located in , , to be used in support of its general charitable purposes (or for the support of a specific Regional Office, fund or program).
Retirement Plan Beneficiary Language
You may also name the as a beneficiary of your IRA or other qualified retirement benefits. Donors should consult with their tax advisor regarding the tax benefits of such gifts.
Naming as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh or profit sharing pension plan will accomplish a charitable goal while realizing significant tax savings. It can be costly to pass such assets on to heirs because of heavy tax consequences. By naming as a beneficiary of a retirement plan, you maintain complete control over the asset during your lifetime, but after your lifetime the plan passes to support free of both estate and income taxes.
Making a charitable gift from your retirement plan is easy and should not cost you any attorney fees. Simply request a change of beneficiary form from your plan administrator. When you are done, please return the form to your plan administrator and notify the . We can also assist you with the proper language for your beneficiary designation to .
If you or your attorney would like to provide you with customized beneficiary language that is specific to your goals and interests, please contact us.
Financial Account Beneficiary
Simply request a change of beneficiary form from either your employer or the financial institution managing your retirement plan(s) naming ADL Foundation as the beneficiary.
The professionals at our Department of National Planned Giving, Legacy and Endowments will be happy to discuss your interests, concerns and financial options, and work personally with you and/or your legal and financial advisors to create a plan that meets your needs and supports the Anti-Defamation League Foundation.
For more information, please contact:
Director of National Planned Giving, Legacy and Endowments
Anti-Defamation League Foundation (ADLF)
605 Third Avenue
New York, NY 10158
This information is provided for educational purposes. The Anti-Defamation League Foundation and ADL are not financial, legal or tax advisors. Please contact your advisors regarding your financial, legal or tax needs.